BETA

DICKENS FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
DICKENS FAMILY FOUNDATION (EIN 58-2581077)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-05
IRS object ID
201412179349100201
Schema version
2013v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-08-05T07:50:00-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Westbrook McGrath Bridges Orth & BrayBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12810 Premiere Parkway Ste 200AddressLine1
CityDuluthCity
StateGAState
ZIP Code30097ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN582581077EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DICKENS FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlDICKBusinessNameControlTxt
Phone4042292017PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11068 VISCOUNT COURTAddressLine1
CityAVONDALE ESTATESCity
StateGAState
ZIP Code30002ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT E DICKENS JRPersonNm
Person TitleTrusteePersonTitleTxt
Signature2014-08-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonThomas J WestbrookPreparerPersonNm
PTINP01008057PTIN
Phone7706229885PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,674,404FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Dividends Rev And Expnss$35,117DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,117DividendsNetInvstIncmAmt
Dividends Adj Net Incm$35,117DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,287,320NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,708,002GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,287,320CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$53,489NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$1,322,437TotalRevAndExpnssAmt
Total Net Invst Incm$1,322,437TotalNetInvstIncmAmt
Total Adj Net Incm$88,606TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$10,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$5,250CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$5,250CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$23,888OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$23,888OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,267TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,267TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$12,124TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$12,124TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$47,779TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30,405TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,374TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$80,226ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$80,226ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$128,005TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30,405TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$97,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,194,432ExcessRevenueOverExpensesAmt
Net Investment Income$1,292,032NetInvestmentIncomeAmt
Adjusted Net Income$88,606AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$149,898CashBOYAmt
Cash EOY$219,779CashEOYAmt
Cash EOYFMV$219,779CashEOYFMVAmt
Corporate Stock BOY$1,926,868CorporateStockBOYAmt
Corporate Stock EOY$3,051,419CorporateStockEOYAmt
Corporate Stock EOYFMV$3,454,625CorporateStockEOYFMVAmt
Total Assets BOY$2,076,766TotalAssetsBOYAmt
Total Assets EOY$3,271,198TotalAssetsEOYAmt
Total Assets EOYFMV$3,674,404TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,057,057CapitalStockBOYAmt
Capital Stock EOY$3,271,198CapitalStockEOYAmt
Retained Earning BOY$19,709RetainedEarningBOYAmt
Tot Net Ast Or Fund Balances BOY$2,076,766TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,271,198TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,076,766TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,271,198TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,076,766TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,194,432ExcessRevenueOverExpensesAmt
Subtotal$3,271,198SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,271,198TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$1,287,320CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$53,489NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$148,873AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,738,620NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05436DistributionYr1Rt
Adjusted Qlfy Distri Yr2$142,847AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,737,807NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05218DistributionYr2Rt
Adjusted Qlfy Distri Yr3$116,646AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,513,023NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04642DistributionYr3Rt
Adjusted Qlfy Distri Yr4$143,889AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,190,442NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.06569DistributionYr4Rt
Adjusted Qlfy Distri Yr5$178,078AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,883,245NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.06176DistributionYr5Rt
Total Distribution0.28041TotalDistributionRt
Average Distribution0.05608AverageDistributionRt
Net Vl Noncharitable Assets$3,383,363NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$189,742AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$12,920NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$202,662AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$97,600QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$25,841InvestmentIncomeExciseTaxAmt
Subtotal$25,841SubtotalAmt
Tax Based On Investment Income$25,841TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$508EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$508TotalPaymentsAndCreditsAmt
Tax Due$25,333TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ROBERT E DICKENS JRBusinessNameLine1
FieldValueIRS element (for citing)
Phone4042292017PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11068 VISCOUNT COURTAddressLine1
CityAVONDALE ESTATESCity
StateGAState
ZIP Code300021402ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ROBERT E DICKENS JR
1068 VISCOUNT COURTAVONDALE ESTATESGA300021402Trustee0.00$3,500
MICHAEL E DICKENS
1086 BERKELY ROADAVONDALE ESTATESGA300021509SCHSP CMTE0.00$3,500
JULIE A MAGEE
1779 JERICO COURTTUCKERGA30084SCHSP CMTE0.00$3,500
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,260,668AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$174,218AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,434,886TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,434,886AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$51,523CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,383,363NetVlNoncharitableAssetsAmt
Minimum Investment Return$169,168MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$169,168MinimumInvestmentReturnAmt
Tax Based On Investment Income$25,841TaxBasedOnInvestmentIncomeAmt
Total Tax$25,841TotalTaxAmt
Distributable Before Adj$143,327DistributableBeforeAdjAmt
Distributable Before Ded$143,327DistributableBeforeDedAmt
Distributable As Adjusted$143,327DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$97,600ExpensesAndContributionsAmt
Qualifying Distributions$97,600QualifyingDistributionsAmt
Adjusted Qualifying Distri$97,600AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$143,327DistributableAsAdjustedAmt
Qualifying Distributions$97,600QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$97,600AppliedToCurrentYearAmt
Undistributed Income CY$45,727UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE DICKENS FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11068 VISCOUNT COURTAddressLine1
CityAVONDALE ESTATESCity
StateGAState
ZIP Code30002ZIPCode
FieldValueIRS element (for citing)
Recipient Phone4042292017RecipientPhoneNum
Form And Info And MaterialsINFORMATION AVAILABLE TO STUDENTS THROUGH THE GAFFNEY HIGH SCHOOL CAREER SERVICES COUNSELING CENTERFormAndInfoAndMaterialsTxt
Submission DeadlinesJUNE 1STSubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNIVERSITY OF SC
1600 HAMPTON STREET 7TH FLOORCOLUMBIASC29208SCHOLARSHIP$50,226
GAFFNEY HIGH SCHOOL
149 TWIN LAKE ROADGAFFNEYSC29341SCHOLARSHIP$10,000
THE SMILE TRAIN
41 MADISON AVE 28TH FLOORNEW YORKNY10010CHARITABLE CONTRIBUTION$10,000
GEORGIA AQUARIUM
225 BAKER STREETATLANTAGA30313CHARITABLE CONTRIBUTION$2,500
UNIVERSITY OF GEORGIA ATHLETIC ASSOC
PO BOX 1472ATHENSGA30603CHARITABLE CONTRIBUTION$2,900
RUFFED GROUSE SOCIETY
451 MCCORMICK ROADCORAPOLISPA15108CHARITABLE CONTRIBUTION$4,600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$80,226TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$35,117RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,287,320RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,322,437RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,322,437TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1CityContributorUSAddress/CityStateContributorUSAddress/StateZIP CodeContributorUSAddress/ZIPCodeTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
UNIVERSITY OF SOUTH CAROLINA SCH
11600 HAMPTON STREET 7TH FLOORCOLUMBIASC29208$50,226Yes (X)
GAFFNEY HS
2149 TWIN LAKE ROADGAFFNEYSC29341$10,000Yes (X)
THE SMILE TRAIN
341 MADISON AVE 28TH FLOORNEW YORKNY10010$10,000Yes (X)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
UBS #21390$2,010,910$2,402,449
UBS #21858$626,117$648,364
UBS #21863$414,392$403,812
RELIANCE

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$23,888Amt
Net Investment Income$23,888NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,267Amt
Net Investment Income$1,267NetInvestmentIncomeAmt

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